To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact buys A tag is included to the contact A customized field is updated with a particular value From there, you can create Conditions, to examine whether the contact has a particular tag or custom field worth.
You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date happens A customized field is updated with a certain value You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I ‘d like to build it. Many online marketers build really simple email sequences for their “e-mail courses.” A contact indications up, and then that contact immediately starts getting lessons.
It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the students ready for next week’s course, and motivate them to share it with pals.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up e-mail the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not want to send out the exact same e-mail to everyone on my list. I desire to send them the proper e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already purchased the item I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. .
This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact signed up, went to, missed, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more likely that my emails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and begins this automation over again.
This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not suggest.
Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they have actually currently been removed from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me understand that they don’t have tracking allowed. This type includes a tag that I use to filter those contacts out. . I used to add this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my e-mails?” confirmation.